Agent Organization Resources

These tools and resources are all optional to use. They are created by MainStreet staff, MainStreet agents, or our suppliers. Anything shared here has been willingly provided for all agents to use – if you would like your resources shared on this page, please email Alaina@parksavers.com and we will upload them for you.

Agent Organization Files

Ideal Client Guide – (Canva worksheet) / ( PDF)

Group Questionnaire – (PDF) / (Word Document)

Spreadsheet to track MainStreet Accounts log-in and passwords – (Google Sheets) / (Excel)

Spreadsheet to track information for commission submission – (Google Sheets) / (Excel)

Booking Checklist – (Word Document)

Booking Checklist (Excel) arranged by Katrina K.

Walt Disney World More Great Accommodations Details – (Canva Template) by Megan A.

Riviera Maya All-Inclusive Resorts Guide- (Google Sheet) shared by Sheila S.

Disney Dining Plan “Worth It” Calculator – (Google Sheets) by Erin N.

Client Resources

Example Client Questionnaire – (Excel Spreadsheet) by Katrina K.

Group Questionnaire – (PDF) / (Word Document)

Cruise “Just Booked” mini-packet – (Canva Template)
Disney Cruise “Just Booked” mini-packet – (Canva Template) by Krya J
Cruise Packing List – (Canva Template)
Cruise First Night/Last Night checklist – (Canva Template) *Created in 2024 for Carnival. Please adjust to your client’s brand and cruise line.

Canva Template for Disney Visa Benefits and Magical Extras – (Canva Template) *Meant to be shared internally with your clients. Change the photos if you intend to have this information public-facing.*

New Booking Details – (Canva Template) by Megan A.

WDW with Infants Guide – (Canva Template) by Deana H.K.

WDW Resort Hotel Brochures –WDW Resort Brochures – Tina R by Tina R. *Please update to include your contact information if using directly with clients

Social Media Resources

MainStreet provided weekly posting prompt (Archive)

“Just Booked” Template for Disneyland – (Canva Template) by Megan A.

“Just Booked” Template for WDW – (Canva Template) by Megan A.

“Just Booked” Template for Disney Cruise Line – (Canva Template) by Megan A.

“Just Booked” Template for Universal Orlando – (Canva Template) by Megan A.

“Just Booked” Template for RCCL – (Canva Template) by Megan A.

“Just Booked” Template for Carnival Cruise Line – (Canva Template) by Megan A.

“Just Booked” Template for Virgin Voyages – (Canva Template) by Megan A.